Create Outgoing Port Record From Waiting List

Transcription

1 Create Outgoing Port Record From Waiting List Revised: 12/28/ Enter Waiting in the search box on the Home screen, then select the Waiting List menu. Job Aid 2 In the Waiting Lists menu, select your appropriate Section 8/Housing Choice Voucher waiting list. 3 Locate the applicant from waiting list who you wish to initiate an outgoing portability record and select the View link to the left of the record. 4 On the Waiting Lists tab, click the small Actions button to the right of the Section 8 waiting list and select Start Pre-Admission Certification Tenmast Software. All rights reserved. 1 Create Outgoing Port Record From Waiting List

2 5 Follow the steps in the Begin Certification Wizard: a. Select Household View and click the Next button. b. Select Program Type Ensure it says Housing Choice Voucher (or another Section 8 program type), then click the Next button. c. Select Effective Date Enter the actual effective date, then click the Next button. d. Complete the Wizard Review and click the Finish button if accurate. 6 The Certification screen opens once the Pre-Admission certification is in process. Expand panel 5a. Section 8 Voucher Information and click the Issue Voucher button. 7 Follow the steps in the wizard: a. Choose Project Name Select the project that will be associated to the tenant (i.e., HCV), then click the Next button. b. Enter the Date Issued and Expiration Date and verify the Qualified Bedroom Size. Then click the Next button. c. Confirmation Verify and click the Next button. d. Complete Make sure to check the Start Outgoing Portability Record box, then click the Finish button. e. Receiving Housing Authority From the drop-down menu, select the receiving PHA or start typing the name of the receiving PHA to select who the tenant is porting out to. f. Enter the Effective Date or select a date from the drop-down arrow, then click the Next button Tenmast Software. All rights reserved. 2 Create Outgoing Port Record From Waiting List

3 g. Check the box if the family is currently an active program participant, then click the Next button. h. Family Income If you did not check the box in step g, you will need to enter the Date of last income examination and Annual Income. If you checked the box in step g, you will need to enter just the Date of last income examination and Annual Income. i. Outgoing Portable Details Enter the information, then click the Next button Tenmast Software. All rights reserved. 3 Create Outgoing Port Record From Waiting List

4 j. Submission Information Enter the information, then click the Next button. k. Confirm Verify the information, then click the Next button. l. Complete View/print the HUD Form 52665, then click the Finish button. At this point you should print HUD Form and the most recent HUD Form and send them to the receiving PHA. Then call to notify the receiving PHA of the potential Portability tenant and print the voucher and give it to the tenant to begin searching for a new unit. Once the tenant moves out of the current unit, you would terminate the HAP contract Tenmast Software. All rights reserved. 4 Create Outgoing Port Record From Waiting List

5 8 Once the voucher has been issued, you will need to click the Outgoing Portability record ink under section 5a. Section 8 Voucher Information. 9 On the Outgoing Contracts tab, go the Activity subtab and click the small Actions button to the right of the contract. Then select Complete Initial Contract and follow the steps in the wizard: a. Outgoing Contract Options Select number 3 and click the Next button. b. Contract Created Enter the information and click the Next button Tenmast Software. All rights reserved. 5 Create Outgoing Port Record From Waiting List

6 c. Submission Information Verify and click the Next button. d. Recurring Billing Amount Verify, changing any incorrect information, and click the Next button. e. One-Time Billing Amounts Update information if needed and click the Next button. (Click the check boxes to gain access to the fields.) f. Confirm Verify for accuracy and click the Next button Tenmast Software. All rights reserved. 6 Create Outgoing Port Record From Waiting List

7 g. Complete Click the Finish button. 10 Return to the Application screen and click on the Certifications tab. 11 Finalize the Pre-Admission certification and choose Failure as the Finalization Result. Finalizing the Pre-Admission certification will create the tenant s customer record, tie it to the portable account, and (if applicable) create payments to the receiving PHA. Agencies may consider adding a Finalization Result titled Ported Out. This result would be a Housing Choice Voucher (HCV) program type and a Pre-Admission certification type. The Is Failure box would be checked for this finalization result. Verify Section 8 Portable Details 1 Enter S8 Port in the search box on the Home screen, then select the S8 Portability menu. 2 Search for the name of the tenant, then select the Portability ID link to the left of the record. 3 Select the View Account Detail link and verify information for accuracy Tenmast Software. All rights reserved. 7 Create Outgoing Port Record From Waiting List